See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $8,375 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,054 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,454 | $82,978-76.6% | $130,231-85.1% | $74,419-73.9% |
| Participation rate | 94.8% | 73.7%+21.2pp | 76.3%+18.5pp | 70.7%+24.1pp |
| Annual return | 16.92% | 123.05%-106.1pp | 38.77%-21.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,333 | $3,391-60.7% | $4,126-67.7% | $2,637-49.5% |
| Participant deferral / active EE | $3,143 | $5,370-41.5% | $6,799-53.8% | $4,528-30.6% |
| Admin fee / account holder | $15 | $354-95.6% | $6,020-99.7% | $348-95.6% |